Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448B
AUM Growth
-$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,522
New
Increased
Reduced
Closed

Top Buys

1 +$2.17B
2 +$1.58B
3 +$637M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$633M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$574M

Top Sells

1 +$1.38B
2 +$866M
3 +$783M
4
MBB icon
iShares MBS ETF
MBB
+$736M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$731M

Sector Composition

1 Financials 9.54%
2 Technology 9.46%
3 Healthcare 8.74%
4 Industrials 8.16%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4351
$285K ﹤0.01%
11,929
4352
$283K ﹤0.01%
7,115
-1,095
4353
$281K ﹤0.01%
11,191
+7,777
4354
$281K ﹤0.01%
28,668
-3,578
4355
$280K ﹤0.01%
14,177
+12,922
4356
$276K ﹤0.01%
32,922
-16,565
4357
$274K ﹤0.01%
3,200
4358
$274K ﹤0.01%
4,595
-1,971
4359
$274K ﹤0.01%
26,055
-31,184
4360
$273K ﹤0.01%
27,110
+21,010
4361
$272K ﹤0.01%
3,478
4362
$271K ﹤0.01%
7,142
-1,169
4363
$271K ﹤0.01%
1,199
+2
4364
$271K ﹤0.01%
26,736
+14,686
4365
$271K ﹤0.01%
19,100
+1,472
4366
$271K ﹤0.01%
10,811
-591
4367
$270K ﹤0.01%
10,464
+254
4368
$269K ﹤0.01%
35,407
-278,006
4369
$269K ﹤0.01%
418
+24
4370
$269K ﹤0.01%
13,948
+3,934
4371
$268K ﹤0.01%
35,923
-6,290
4372
$268K ﹤0.01%
5,513
-1,016
4373
$268K ﹤0.01%
20,398
4374
$267K ﹤0.01%
52,358
+1,935
4375
$263K ﹤0.01%
14,130
+610